Group training session agenda

This is an intermediate session for Financial Adviser users. The session will cover Fact Finds, Policy Overview, Mailshotting and Excel Reporting, Standard Management Reports, Full Accounts, Contract Enquiry, and an introduction to CFS and Synety.

10.30 - 11.00
Fact Finds, Client Notes with Auto Chase-Ups

11.00 - 11.30
Policy Overview inc. Compliance Screens and Group Schemes

11.30 - 11.50
Mailshotting and Excel Reporting

11.50 - 12.30
Management Reports, KPI Reports inc. TCF and RMAR Reports

12.30 - 13.00

13.00 - 13.15
New Data Protection options

13.15 - 14.40
Full Accounts inc. Posting, Reconciliation, Commission/Fees and E-Commissions

14:40 - 15.00
Contract Enquiry with Wrap and Investment Reports

15.00 - 15.20
Introduction to Durell CFS (Client Facing Services) and CloudCall call recording software

15.20 - 15.30
Q&A Session

It is advised you aim to arrive at 10.15am for tea and coffee before the session starts at 10.30am.

Please let us know if you have any special dietary requirements, are intending to use our car park, or you are unable to attend the session.

See more of our upcoming events.